Filed September 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $317,666 |
VERRILL DANA LLP8 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $91,125 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVIC Service code 16 · EIN 13-2638166 | Consulting | $60,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,433 | $103,657+26.8% | $95,763+37.2% | $103,657+26.8% |
| Participation rate | 57.5% | 73.4%-15.9pp | 72.3%-14.8pp | 73.4%-15.9pp |
| Annual return | 20.44% | 33.13%-12.7pp | 28.43%-8.0pp | 33.13%-12.7pp |
| Employer contribution / active EE | $2,176 | $3,216-32.3% | $2,836-23.3% | $3,216-32.3% |
| Participant deferral / active EE | $2,751 | $5,218-47.3% | $4,244-35.2% | $5,218-47.3% |
| Admin fee / account holder | $85 | $114-25.2% | $5,669-98.5% | $114-25.2% |